Filer Name: PROACTIVE WEALTH STRATEGIES LLC
CIK: 2043129
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 128
Portfolio Value: $0.19B

Proactive Wealth Strategies Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FV US FIRST TRUST DW FOCUS 5 FUND 298,141 $18M 9.17% 2.4% -
NVDA US NVIDIA CORP 51,619 $7M 3.61% 4.0% -
TBIL US US TREASURY 3 MONTH BILL ETF 123,231 $6M 3.20% 0.2% -
FVD US FIRST TRUST VALUE LINE DVD 136,471 $6M 3.10% -19.2% -
AAPL US APPLE INC 20,924 $5M 2.73% 1.3% -
FTLS US FIRST TRUST LONG/SHORT EQTY 77,474 $5M 2.66% 10.9% -
FXR US FIRST TRUST INDST/PRODUCERS 55,306 $4M 2.16% -0.4% -
FYT US FIRST TRUST SMALL CAP VAL 73,769 $4M 2.11% -5.6% -
RDVY US FIRST TRUST RISING DIVIDEND 66,251 $4M 2.04% 5.9% -
PANW US PALO ALTO NETWORKS INC 21,218 $4M 2.01% 103.1% -
MSFT US MICROSOFT CORP 9,102 $4M 2.00% 3.9% -
GLD US SPDR GOLD SHARES 14,253 $3M 1.80% 19.3% -
FTSM US FIRST TRUST ENH SHORT MAT FD 57,102 $3M 1.78% 4.3% -
AMZN US AMAZON.COM INC 15,423 $3M 1.76% 2.6% -
FDN US FIRST TRUST DJ INTERNET IND 13,815 $3M 1.75% -3.4% -
BX US BLACKSTONE INC 18,902 $3M 1.70% 0.8% -
FDL US FIRST TRUST MORN DVD LEAD IN 78,550 $3M 1.65% 9.4% -
GOOGL US ALPHABET INC-CL A 16,094 $3M 1.59% 0.1% -
SLV US ISHARES SILVER TRUST 114,146 $3M 1.57% 43.1% -
VMC US VULCAN MATERIALS CO 11,090 $3M 1.49% 0.8% -
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